Evercore Wealth Management, LLC 13F Holdings

CIK 0001482689 · New York, NY

As of Sep 30, 2025, Evercore Wealth Management, LLC reported 733 positions worth $6.5B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology2,333,008$435.3M6.65%
MICROSOFT CORPMSFTTechnology817,710$423.5M6.47%
APPLE INCAAPLTechnology1,617,421$411.8M6.29%
AMAZON.COM INCAMZNEquity1,149,436$252.4M3.86%
ALPHABET INCGOOGEquity974,290$237.3M3.62%
MASTERCARD INCMAFinancial Services404,732$230.2M3.52%
BLACKSTONE INCBXFinancial Services1,330,791$227.4M3.47%
AUTOZONE INCAZOConsumer Cyclical51,500$220.9M3.38%
MORGAN STANLEYMSFinancial Services1,239,987 97.1M3.01%
ALPHABET INCGOOGLEquity766,091 86.2M2.84%
JPMORGAN CHASE & COJPMFinancial Services588,775 85.7M2.84%
HOME DEPOT INCHDConsumer Cyclical444,175 80.0M2.75%
CBRE GROUP INCCBREReal Estate1,020,660 60.8M2.46%
WILLIAMS COMPANIES INCWMBEnergy2,489,243 57.7M2.41%
THERMO FISHER SCIENTIFIC INCTMOHealthcare279,753 35.7M2.07%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services267,685 34.6M2.06%
COMFORT SYSTEMS USA INCFIXIndustrials158,940 31.2M2.00%
BLACKROCK INCBLKFinancial Services109,106 27.2M1.94%
CHUBB LTDCBFinancial Services434,849 22.7M1.87%
UBER TECHNOLOGIES INCUBERTechnology1,106,451 08.4M1.66%
BUILDERS FIRSTSOURCE INCBLDRBasic Materials867,723 05.2M1.61%
VIKING HOLDINGS LTDVIKIndustrials1,675,726 04.2M1.59%
COSTCO WHOLESALE CORPCOSTConsumer Defensive101,422$93.9M1.43%
WISDOMTREE US LARGECAP DIVIDEND FUNDDLN—1,050,411$91.4M1.40%
CDW CORPCDWTechnology500,366$79.7M1.22%